Monthly Reports

[Nicole Alimonti]

I'm creating a database to generate monthly reports that basically give
me a list of a bunch of loans and a lot of info about each one. I want
to be able to save the data for each month so that when I change the
main database I can still look up data for specific months. I can't
simply have some type of date function for when I enter in data because
some loans are reported for more than one month and information for
each loan may or may not change for each month in which the loan
reported. Any idea for how I should fix the problem?

 

[Duane Hookom]

You could attempt to save the report to a snapshot or pdf or Excel or Word.

 

[hireagenius via AccessMonster.com]

I'm creating a database to generate monthly reports that basically give
me a list of a bunch of loans and a lot of info about each one. I want
to be able to save the data for each month so that when I change the
main database I can still look up data for specific months. I can't
simply have some type of date function for when I enter in data because
some loans are reported for more than one month and information for
each loan may or may not change for each month in which the loan
reported. Any idea for how I should fix the problem?

Nicole,
Did you design the database to have a one to many relationship between the
loan and its updates?
In other words, in one table you would have the basic loan information. It
would be linked to a second table that had the monthly or bi monthly loan
updates. If you did not do that, you may want to research database design
techniques.

for example

table1 (One side of relationship)
Loan
LoanAmt
PersonsName
UniqueLoanIdentifier

table2 (Many side of relationship)
UniqueLoanIdentifier
Payment
Date


With this design, you have the loan info in table1 and all the payments made
on the loan in table2. They are linked with the UniqueLoanIdentifier, which
is a loan number or auto generated number inAccess. So you can have many
data entries related to one loan. You are not overwriting your data from the
previous month.
charlie

 

[Nicole A]

Seems like a good idea...the execution will be somewhat tricky because
obviously my database is a bit more complicated than what I explained,
but I will give it a try. Thanks!

 

[Nicole A]

How do I combine the original amount in table 1 with the payment
amounts in table 2 into a new query?